In observance of the Labor Day Holiday we will be closed on Monday, September 4th.
We will be returning to normal business hours on Tuesday, September 5th.
We hope that everyone enjoys their holiday weekend!
We would like to say thank you to everyone who came out to help us celebrate National Ice Cream month at our ice cream event last week. We all had a great time and truly enjoy events where we're able to relax and have some fun with our clients. I have some great pictures of everyone and will be posting them on our Facebook page.
I look forward to seeing you all at our next one!
We are pleased to announce that Asset Planning has been recognized in Financial Advisor Magazine's annual top RIA rankings. Click the link below to read the full article and see the rankings.
Come help us celebrate National Ice Cream month this Thursday, July 27th from 1pm-3pm at Churned Creamery in Cypress. We would love to see you!
Financial Planning Magazine reached out to Sandy to get her reaction to President Trump's proposed tax cuts for businesses and the elimination of certain deductions. This is what she had to say. You can read the full article here: http://www.financial-planning.com/list/rias-support-trump-tax-cuts-for-businesses
During my 30 year career I have encouraged clients to carefully save and prepare for retirement. Now I want you to reach beyond your comfort zone and embrace something new, something exciting, possibly scary. I was recently in the Galapagos and loved that portion of the trip but I also signed up for an Amazon rainforest extension that pushed my boundaries. This self-declared "prissy girl" was going to a very remote part of the world, completely off the grid. No cell, wifi, satellite, news or electricity- which was great for my daughter to be unconnected. We had dim light by solar, hunidity, heat, lots of bugs, birds, snakes, caimans and creatures. I was in a swamp with the Shaman, a medicine man, a healer of the community. To appreciate what we have, go to where they have not. View the world as exciting and try a new hobby, volunteer, give back, get involved. YOLO means "you only live once" and I have lived by that attitude for years. Take the road less traveled. Take a leap.
We are pleased to announce that Melani has earned her Registered ParaplannerSM designation. The coursework she completed has given her the financial knowledge necessary to assist our CERTIFIED FINANCIAL PLANNERSTM in constructing financial plans for our clients. She will work closely with our advisors and is a valuable member of our financial planning team.
Carol, Sandy and Samantha attended the 2017 TD Ameritrade National LINC Conference in San Diego last week. This conference is a great opportunity to stay up to date on the latest industry trends as well as network with their peers, industry experts and technology partners. The information that they take away from the conference helps them continue to expand their knowledge and better service their clients needs.
We are excited to announce that we now have a secure portal to transmit sensitive information to and from our clients. We will use this portal to send reports and documents electronically with sensitive information including full account numbers, social security numbers, etc. Each client portal is individual and you will be required to set up a log in to receive and send documents. In order to set up the portal and receive your documents, you will be sent an email with a link to your portal site. You will need to click on the link or copy and paste the web address in to your browser. If you are interested in receiving your quarterly statements electronically through the portal please contact me at email@example.com or Melani at firstname.lastname@example.org and we will be glad to set you up on the portal.